Good morning,

I continue to invest in my ETFs, which means that the relative weighting of individual stocks continues to shrink.

Because of this rock-solid ETF core, I can and want to do without supposedly safe stocks, especially so-called value stocks. I am prepared to take higher risks and focus mainly on growth stocks. After all, ETFs are there for everything else.

Here is my current portfolio: https://app.extraetf.com/de/shared/4MEaYJVdHN

Now I would like to move away from $III (-2,27%) and $CALM (+2,42%) possibly also from $BNTX (-2,88%) and a few others 🤭 I hope this is not a mistake and would therefore like your opinion?

I would also be happy to receive general criticism, suggestions, advice and guidance

$EQQQ (-4,82%)

$VUSA (-3,84%)

$HMWO (-3,69%)

Hello everyone,

I just wanted to share my portfolio and my thoughts on it. I would be interested to know what you think?

$NET (-4,51%) AI enabler, Technology Leader, Edge Computing Energy Efficient

$ASML (-5,06%) AI megatrend, currently quasi-monopolist, strong momentum

$BNTX (-2,88%) MRNA technology use in oncology, interesting pipeline

$RACE AI creates more super-rich, luxury benefits

$ABNB Travel market continues to shift towards online, younger age groups use more AirBNB, trend towards longer stays abroad

Hello everyone,

Since a lot has happened in the last few days and weeks, I would like to give you an insight into how far my portfolio has changed in terms of growth and returns. First of all, the FTSE All World has been thrown out completely, as have the stable value stocks such as Airbus and Telekom. My "new" portfolio has so far included the following:

Position (weighting in the portfolio in %) Return to date in %

$BTC (+0,23%) (13%)

Return to date +-0

$IREN (-9,15%) (11,2%)

Return so far approx. +30

$RKLB (-6,93%) (9,46%)

Yield yesterday still at +15% today at just under +4% 🤪

$PNG (-6,44%) (9,4%)

Yield so far +15%

$TTR1 (-5,61%) (8,67%)

Yield to date +-0

$IOS (-3,84%) (8,55%)

Return so far approx +5%

$ASTS (-6,02%) (8,54%)

Return to date approx +5%

$ZAL (-4,18%) (7,35%)

Return so far approx +11%

$IPX (+0,53%) (7,27%)

Return so far -5%

Warrants (only for those who are interested)

(sorted by weighting)

Long on Hensoldt MM2TXJ (+16%)

Long on silver MK81Z6 (+84%)

Short on Puma DU1SAE (+6%)

Inline OS on Zalando UG71Z8 (+93%)

Inline OS on Thyssenkrupp UG81HF (+80%)

Inline OS on Telekom (since today) PJ711H (-1%)

Discount Tut on Palantir VK38YE (-34%)

In addition, I now have a savings plan with 200 euros per month on Bitcoin $SOFI (-10,55%) Tech, as well as 100 euros each on $VSAT (-9,25%) and $BNTX (-2,88%) (for the next pandemic, cancer therapy, and because of the thick cash cushion).

I think I've covered the areas of data centers and digitalization, as well as space and outer space. What I'm still missing is a convincing stock in the critical commodities sector (I have Iperionx, but I'm still looking for a candidate that convinces me)...

I'm up about 8% for the week and see this as a very small confirmation of the transformation in the portfolio, even though I know that these stocks are naturally more susceptible to a bear market xD

I'm not sure whether I'll be able to keep up the savings rates because I have to take my driver's license exams soon and I'm still doing my A-levels. And as I only work on a part-time basis, I don't have that much money available yet. My deposit is currently around 9900 euros and my short-term goal is to have enough money by the end of 2026 or early 2027 to buy my dream car, a Golf 7. 🙈

Please let me know what you think and whether you would do the same as me...

And if anyone else has a stock that would fit into my portfolio strategy, I would of course also be delighted...

HG Small investors ✌️🤝

On Friday, 12.09.2025, it fell $BNTX (-2,88%) briefly by 10%, closing the day at just over € 82.

The background was an article in the Washington Post (owner Jeff Bezos), which referred several times to insiders / anonymous sources.

Next week, CDC's Advisory Committee on Immunization Practices (ACIP) will decide on the future vaccination recommendations regarding Covid-19.

The FDA approved the latest coronavirus vaccines in August for people aged 65 and older or with risk factors. However, the CDC may narrow or broaden this recommendation. Approximately 43% of all people in the 65-74 age group received a vaccination from the 2024-2025 vaccine in the US, according to CDC estimates.

According to insiders, next week the committee may only recommend vaccination for people aged 75 and over or with pre-existing conditions.

The situation is similar with regard to the recommendation for vaccination in children. Around 13% of all children received the 2024-2025 vaccine.

As argumentative support, the Trump administration intends to submit documents to the Commission next week linking 25 deaths in children to the vaccine. The basis of this information appears to be the federal Vaccine Adverse Event Reporting System (VAERS), where anyone can report vaccine-related adverse events without verification/confirmation.

Why is this relevant to BioNTech?

A recommendation from the CDC means that insurance will pay for the vaccine and doctors will offer it. Accordingly, a lack of recommendation would $BNTX (-2,88%) would lead to a significant loss of sales. The number of people over the age of 65 will reach a new high of approx. 18.4 % or approx. 63.8 million people in the USA in 2025. I was unable to find any information on how many of these people are under 75.

Besides $BNTX (-2,88%) has also $MRNA (-4,23%) also saw its share price plummet on Friday as a result of this article. The latter have already reacted with a statement that there are no new negative findings.

The article also quotes other experts who share this view, including Noel Brewer, a vaccine consultant dismissed by Kennedy:

"They are leveraging this platform to share untruths about vaccines to scare people," Brewer said. "The U.S. government is now in the business of vaccine misinformation."

In my view, it is quite likely that the recommendations will be adjusted, as Kennedy dismissed the members of this commission at the beginning of the year and replaced them with his own people, most of whom are critical of the corona vaccinations.

In the short term, I would therefore expect another decline, as BioNTech is currently the only company on the market with the coronavirus vaccine. In the medium term, it will be crucial that other drugs/vaccines can be placed on the market. For example, the precision medicine BNT323 (trastuzumab pamirtecan) for HER2-positive breast cancer looks positive. See the articles from about 1 week ago with the positive results of the phase III trial.

I remain invested despite the likely ongoing decline in sales of the corona vaccine. In addition to the high liquid funds and the massive investments in research & development, BioNTech has already shown that they "can" do mRNA. I may take advantage of the potential share price declines to expand my position.

How do you assess the situation?

How high do you see the short-term share price risk in the absence of a vaccination recommendation for children and especially for people aged 65-74 in the USA?

Are you / will you remain invested? Are you increasing your position?

Sources:

https://www.washingtonpost.com/health/2025/09/12/covid-vaccine-child-death-cdc/

https://www.n-tv.de/wissen/Bericht-Trump-Regierung-verbindet-Tod-von-Kindern-mit-Corona-Impfung-article26029619.html

As every Sunday, the most important news from the past week, as well as the dates for the coming week.

Also as a video:

https://youtube.com/shorts/x9vYOOc15VQ?si=zlusDmb_2RJtmPA5

Monday:

For the Göppingen-based software group $TMV (-3,29%) Teamviewer is taking the elevator

upwards today. The reason is an upgrade by Bank of America. The new short target is still 60% short.

https://www.deraktionaer.de/artikel/medien-ittk-technologie/teamviewer-aktie-schiesst-hoch-das-ist-der-grund-20385697.html

Tuesday:

The inflation rate in the eurozone was above expectations, dampening the mood somewhat. Instead of 2.0%, the inflation rate compared to the same month last year was 2.1

https://www.handelsblatt.com/finanzen/geldpolitik/ezb-inflation-im-euro-raum-hoeher-als-erwartet/100150489.html

For a long time, bond yields were thought to be set in stone and the MM theory gained more and more fans. Now bond yields are showing that sentiment can theoretically tilt quickly. Poor inflation data and a bad budget situation, as well as more debt, are a toxic mix. Germany is again paying a yield of 3.41% on 30-year government bonds. The highest in 14 years.

In the UK, however, things are looking much worse. Among other things, the possible resignation of the finance minister is fueling the situation there. 30-year government bonds there are already trading at 5.58 %. It is also clear that if other countries have to pay such yields, this will also drive up yields in France or Germany.

However, UBS currently believes that a turnaround in the UK is already possible. The budget situation is so tight that taxes will probably have to be increased. This should improve the budget situation and could calm the situation.

https://www.handelsblatt.com/finanzen/maerkte/anleihen-sorge-wegen-staatsverschuldung-loest-unruhe-am-europaeischen-markt-aus/100152263.html

US court rules that the break-up of Alphabet is off the table. Chrome and Android do not have to be sold. However, Google may no longer enter into exclusive agreements with individual manufacturers in future.

https://www.tagesschau.de/wirtschaft/unternehmen/google-monopol-urteil-100.html

Wednesday:

At the beginning of the week, the upgrade by Bank of America, and in the middle of the week TigerLuxOne Holding, which belongs to the PE fund Permira, sells 7% of the $TMV (-3,29%) TeamViewer shares, sending the share price down again. Is this a warning signal? In our view, only to a very limited extent. The holding company in question sells 7% of TeamViewer shares every two years. PE does not buy and hold. The remaining 7% were also sold elsewhere.

https://www.ariva.de/aktien/teamviewer-se-aktie/news/aktie-im-fokus-platzierung-drueckt-nachboerslich-auf-11743850

Friday:

$BNTX (-2,88%) BionTech seems to be making progress in terms of portfolio expansion. The company has now been able to present successful study results for the treatment of breast cancer and the share price has risen significantly.

https://www.handelsblatt.com/unternehmen/industrie/pharma-biontech-erreicht-meilenstein-bei-entwicklung-von-krebsmittel/100153144.html

Poor data from the US labor market could increase the chance of an interest rate cut in the USA. Instead of the expected 75,000 jobs, only 22,000 jobs were created. The unemployment rate rose slightly to 4.3%. As the Fed is measured not only by price stability but also by the labor market figures, a rate cut could come soon.

https://www.handelsblatt.com/politik/konjunktur/usa-us-arbeitsmarkt-schwaecht-sich-weiter-ab/100153091.html

These are the most important dates for the coming week:

Wednesday: 14:30 Producer prices (USA)

Thursday: 14:15 Key interest rate (ECB)

Thursday: 14:30 Inflation data (USA)

Can you think of any other dates? Write it in the comments

#erzeugerpreise
#usa
#ezb
#leitzins
#inflation

Together with Duality Biologics $BNTX (-2,88%) the first major success in oncology:

🔬 In a phase III trial, the precision medicine BNT323 (trastuzumab pamirtecan) showed impressive results in HER2-positive breast cancer.

🎯 The primary study objective was achieved:

• The time to disease progression (Progression Free Survival) was significantly extended.

• This offers affected patients a new, promising treatment option.

💡 This is a milestone for BioNTech - the company, which became known for its mRNA vaccines against COVID-19, is now also demonstrating its strength in cancer research.

📈 The stock market reacted immediately: the share price rose sharply 🚀

👉 A strong signal that BioNTech could establish itself as a key player in oncology.

#BioNTech
#Krebsforschung
#Onkologie
#Brustkrebs
#MedizinischerDurchbruch
#Innovation

Had $BNTX (-2,88%) bought during Corona out of greed and unfortunately didn't sell at the high. How do you see the future of Biontech? I already thought it was very interesting at the IPO because of the personalized cancer therapy

$BNTX (-2,88%)
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$PETR3T
$ANET (-4,24%)

Hello everyone,

Today I would like to briefly explain why I currently consider BioNTech $BNTX (-2,88%) is currently an interesting buy candidate. The share has recently been under heavy pressure, but in my view it offers an attractive risk/reward ratio, especially for medium to long-term investors.

1. fundamental valuation

• The market capitalization is currently (as of July 2025) significantly below the level of the pandemic peak times, although the company continues to generate solid sales.
• BioNTech has a very strong balance sheet with over € 15 bn in cash, which provides enormous financial flexibility.
• The company has no significant debt, which is a clear advantage given the current interest rate environment.

2. pipeline & future prospects

• BioNTech has consistently invested the proceeds from the Covid vaccines in research and development.
• The cancer immunotherapy pipeline is particularly exciting with several mRNA-based approaches in clinical phases, especially in cooperation with Roche and Genentech.
• BioNTech is also making progress in the area of mRNA vaccines against other infectious diseases (e.g. malaria, tuberculosis, influenza).
• The mRNA technology continues to be regarded as a key platform for rapid, targeted therapy developments.

3. partnerships & strategic orientation

• Collaborations with major players such as Pfizer and Genentech secure know-how, sales power and financial resources.
• Expansion of production capacities, particularly in Africa, strengthens global presence and could open up additional markets in the future.

4. valuation & market psychology

• The share is currently trading at a significant discount to its 2021 high.
• Many investors have "written off" BioNTech after the pandemic, which opens up potential from an anti-cyclical perspective.
• If only some of the cancer therapy programs are successful, this could result in significant revaluations.

Conclusion:

It may remain volatile in the short term, but in the medium to long term I see BioNTech as an exciting biotech stock with substance, an innovative pipeline and a solid financial cushion. The risk/reward ratio appears attractive - especially for investors who are patient and continue to see mRNA as a technology of the future.

I look forward to hearing your opinions - who else is invested here or is watching BioNTech?